Commonwealth Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Commonwealth Financial Services’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Buy	+1,522	New	+$196K	0.03%	289
2025 Q1	–	Sell	-12,334	Closed	-$1.34M	–	206
2024 Q4	$1.34M	Sell	12,334 -360	-3%	-$39.9K	0.26%	58
2024 Q3	$1.34M	Buy	+12,694	New	+$1.32M	0.27%	56
2017 Q1	$189K	Sell	2,814 -58,562	-95%	-$4.08M	0.21%	56
2016 Q4	$4.24M	Sell	61,376 -12,016	-16%	-$787K	4.18%	4
2016 Q3	$4.58M	Sell	73,392 -276	-0.4%	-$16.9K	4.31%	6
2016 Q2	$4.3M	Buy	73,668 +28,862	+64%	+$1.66M	5.07%	7
2016 Q1	$2.54M	Buy	+44,806	New	+$2.32M	3.76%	5
2015 Q1	–	Sell	-2,030	Closed	-$120K	–	252
2014 Q4	$120K	Buy	+2,030	New	+$115K	0.11%	65

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services's IJS Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,522 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings. This is a return to the name: Commonwealth Financial Services previously reported a position in IJS as recently as Q4 2024.

Commonwealth Financial Services first reported a position in IJS in Q4 2014 and has held it in 9 quarters since. The position peaked at $4.58M in Q3 2016. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Commonwealth Financial Services held 1,522 shares of iShares S&P Small-Cap 600 Value ETF worth $208K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Commonwealth Financial Services position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #289 holding.
Commonwealth Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 9 quarters since.
Commonwealth Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $4.58M in Q3 2016.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.